IBM icon

IBM
IBM

Overview Fund Activity

1,943 hedge funds and large institutions have $72.3B invested in IBM in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 752 increasing their positions, 845 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-24
Holders Change %
-1.22%
% of All Funds
44.54%
Holding in Top 10
65
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-29.35%
% of All Funds
1.49%
New
90
Increased
752
Reduced
845
Closed
92
Calls
$1.7B
Puts
$2.27B
Net Calls
-$568M
Net Calls Change
-$323M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$328M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$249M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$177M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$169M
5
Ameriprise
Ameriprise
Minnesota
+$134M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$705M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
3
Capital World Investors
Capital World Investors
California
-$240M
4
Goldman Sachs
Goldman Sachs
New York
-$197M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
726
Gamble Jones Investment Counsel
California
$2.88M -$165K -1,233 -5%
BFO
727
Boston Family Office
Massachusetts
$2.87M -$512K -3,833 -15%
HAIM
728
Hunter Associates Investment Management
Pennsylvania
$2.87M -$41.9K -314 -1%
MIH
729
Meitav Investment House
Israel
$2.85M -$538K -4,026 -16%
TSS
730
Two Sigma Securities
New York
$2.84M -$6.81M -50,999 -71%
CIC
731
Crawford Investment Counsel
Georgia
$2.83M -$9.75K -73 -0.3%
BAM
732
Berkshire Asset Management
Pennsylvania
$2.82M -$26.4K -198 -0.9%
DBT
733
Dubuque Bank & Trust
Iowa
$2.82M -$343K -2,567 -11%
BTW
734
Boston Trust Walden
Massachusetts
$2.81M -$55.9K -419 -2%
Natixis Advisors
735
Natixis Advisors
Massachusetts
$2.81M -$1.21M -9,107 -30%
NSEDCP
736
NJ State Employees Deferred Compensation Plan
New Jersey
$2.79M – – –
FCMT
737
Founders Capital Management (Texas)
Texas
$2.78M -$42.5K -318 -2%
CA
738
Clearstead Advisors
Ohio
$2.75M +$7.34K +55 +0.3%
NC
739
Northpointe Capital
Michigan
$2.74M +$2.74M +20,504 New
DSC
740
Duncker Streett & Co
Missouri
$2.72M +$67.4K +505 +3%
BP
741
BBR Partners
New York
$2.72M -$136K -1,020 -5%
SHCM
742
Stokes & Hubbell Capital Management
Louisiana
$2.72M +$126K +947 +5%
BOCM
743
Bontempo Ohly Capital Management
Maryland
$2.71M +$43.9K +329 +2%
CT
744
Coastline Trust
Rhode Island
$2.7M +$346K +2,589 +15%
Balyasny Asset Management
745
Balyasny Asset Management
Illinois
$2.69M -$2.2M -16,464 -45%
ST
746
Smithfield Trust
Pennsylvania
$2.69M +$418K +3,128 +18%
MSAM
747
Moloney Securities Asset Management
Missouri
$2.69M +$2.19M +16,413 +442%
PH
748
Pinnacle Holdings
Oklahoma
$2.68M -$61.8K -463 -2%
DBIA
749
Dumont & Blake Investment Advisors
New Jersey
$2.66M +$54.8K +410 +2%
MIM
750
Marco Investment Management
Georgia
$2.66M -$440K -3,292 -14%
28 29
30
31 32